Aperio Group’s Lincoln National LNC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q4 | $19.8M | Sell |
393,951
-30,177
| -7% | -$1.52M | 0.06% | 315 |
|
2020
Q3 | $13.3M | Sell |
424,128
-73,338
| -15% | -$2.3M | 0.04% | 387 |
|
2020
Q2 | $18.3M | Buy |
497,466
+152,154
| +44% | +$5.6M | 0.07% | 282 |
|
2020
Q1 | $9.09M | Buy |
345,312
+39,191
| +13% | +$1.03M | 0.04% | 443 |
|
2019
Q4 | $18.1M | Sell |
306,121
-17,408
| -5% | -$1.03M | 0.06% | 327 |
|
2019
Q3 | $19.5M | Sell |
323,529
-23,123
| -7% | -$1.39M | 0.08% | 294 |
|
2019
Q2 | $22.3M | Buy |
346,652
+7,363
| +2% | +$475K | 0.09% | 254 |
|
2019
Q1 | $19.9M | Buy |
339,289
+8,362
| +3% | +$491K | 0.09% | 263 |
|
2018
Q4 | $17M | Buy |
330,927
+10,552
| +3% | +$541K | 0.09% | 267 |
|
2018
Q3 | $21.7M | Buy |
320,375
+3,081
| +1% | +$208K | 0.1% | 240 |
|
2018
Q2 | $19.8M | Sell |
317,294
-27,040
| -8% | -$1.68M | 0.09% | 244 |
|
2018
Q1 | $25.2M | Buy |
344,334
+41,580
| +14% | +$3.04M | 0.13% | 195 |
|
2017
Q4 | $23.3M | Buy |
302,754
+7,276
| +2% | +$559K | 0.12% | 206 |
|
2017
Q3 | $21.7M | Buy |
295,478
+9,954
| +3% | +$731K | 0.12% | 198 |
|
2017
Q2 | $19.3M | Buy |
285,524
+19,623
| +7% | +$1.33M | 0.12% | 207 |
|
2017
Q1 | $17.4M | Buy |
265,901
+2,515
| +1% | +$165K | 0.12% | 205 |
|
2016
Q4 | $17.5M | Sell |
263,386
-15,066
| -5% | -$998K | 0.13% | 171 |
|
2016
Q3 | $13.1M | Buy |
278,452
+19,664
| +8% | +$924K | 0.09% | 255 |
|
2016
Q2 | $10M | Buy |
258,788
+46,764
| +22% | +$1.81M | 0.08% | 294 |
|
2016
Q1 | $8.31M | Buy |
212,024
+21,105
| +11% | +$827K | 0.07% | 319 |
|
2015
Q4 | $9.6M | Buy |
190,919
+8,561
| +5% | +$430K | 0.09% | 264 |
|
2015
Q3 | $8.66M | Buy |
182,358
+33,405
| +22% | +$1.59M | 0.09% | 279 |
|
2015
Q2 | $8.82M | Buy |
148,953
+13,422
| +10% | +$795K | 0.09% | 271 |
|
2015
Q1 | $7.79M | Buy |
135,531
+10,216
| +8% | +$587K | 0.09% | 286 |
|
2014
Q4 | $7.23M | Buy |
125,315
+3,687
| +3% | +$213K | 0.09% | 279 |
|
2014
Q3 | $6.52M | Buy |
121,628
+12,940
| +12% | +$693K | 0.09% | 282 |
|
2014
Q2 | $5.59M | Buy |
108,688
+4,665
| +4% | +$240K | 0.08% | 302 |
|
2014
Q1 | $5.27M | Buy |
+104,023
| New | +$5.27M | 0.07% | 343 |
|
2013
Q4 | – | Sell |
-94,112
| Closed | -$3.95M | – | 315 |
|
2013
Q3 | $3.95M | Buy |
94,112
+10,285
| +12% | +$432K | 0.08% | 335 |
|
2013
Q2 | $3.06M | Buy |
+83,827
| New | +$3.06M | 0.07% | 351 |
|